Tripletree, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
77
Avg account
$0

Firm details

Headquarters
Bloomington, Minnesota
CRD number
42820
Registered since
September 15, 1997

Firm profile

FINTRX

Overview

Tripletree, LLC is organized as a limited liability company and has been SEC-registered since 1997. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser operating as a capital allocator. Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, nor is it described as a multi-state or newly formed adviser. There are no listed roles as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Robert Mulligan

    Robert Mulligan

    Chief Compliance OfficerCRD 1584973

  • Gabrielle Halprin

    Gabrielle Halprin

    Chief Financial OfficerCRD 5087341

  • Jennifer Blevins

    Jennifer Blevins

    Accounting CoordinatorCRD 6057862

Contacts

3 of 74
  • Andrew Kimble

    AssociateCRD 6222169

  • Christian Tailor

    Christian Tailor

    AssociateCRD 7396962

  • Christopher Wiese

    Christopher Wiese

    AssociateCRD 7403920

Unlock 71 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bloomington, MN

Hennepin

Location

Bloomington, MN

Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
8200 Normandale Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth